Question 1

How will the new NBN pricing structure affect our retail margins?

Accepted Answer

The ACCC’s approval of the Special Access Undertaking (SAU) mandates a transition to flat wholesale pricing by July 2026. To provide immediate retail certainty, wholesale prices for tiers below 100Mbps are capped at $55 per month through FY24.

Question 2

Is the shift to AI going to materially impact our network capacity?

Accepted Answer

AI is transitioning from text-based queries to high-bandwidth video generation, which will drive significant incremental traffic across wholesale networks. Operators must prepare for this demand surge alongside a projected 5x increase in sellable satellite bandwidth through 2026.

Question 3

What is the primary risk during the transition to fiber infrastructure?

Accepted Answer

The Fibre Connect upgrade process is a major churn event, with 38% of end users switching providers during the migration. To combat this, NBN account teams have increased their market presence, now spending 30% of their time directly engaging with retail service providers.

Question 4

How much does sustainability actually matter for our corporate contracts?

Accepted Answer

ESG factors have moved from peripheral concerns to core procurement requirements, now influencing 50% of high-level B2B telecom purchasing decisions. Companies failing to meet these standards risk exclusion from half of the addressable enterprise market.

Key themes in Wholesale Telecoms, 2023

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